Bring your Salesforce data into this account hub. Running into any unexpected challenges? Click the question mark at the bottom right of this page or reach out to your account team for help. We also have
The Salesforce pack grants you the same permissions (access) as your Salesforce account
Set view permissions for this connection
You and anyone this doc is shared with is recommended and required for viewing Salesforce data in your doc. This means that if you add data from Salesforce and then share the doc, your team can see the data you added. Think of it as if you exported a SFDC report to Excel.
(You can find this at the top of your account page)
Lastly, refresh the sync →
Refresh your Salesforce data
Press this button to refresh data from Salesforce:
Refresh
(This can take a while if you have a large Salesforce org)
The customer center uses individual Email and Slack accounts to send all messages, and if you aren’t linked to the packs you won’t send correct notifications
Test your accounts by adding a row using the button below, then use the Test Slack and Test Email buttons to make sure your accounts are correctly configured. If they aren’t, you’ll be prompted to connect your accounts